To The Moon

$Western Digital(WDC)$ I missed the best buy spot on this one. On 10-26 or 10-27 I bought the pullback test to the major moving averages.

$Vertiv Holdings LLC(VRT)$ $Bloom Energy Corp(BE)$ $Western Digital(WDC)$  This is just panic over what was actually a very bullish report from both Mags on infrastructure and bottleneck names. The selloff itself is a big nothingburger right now. $Oracle(ORCL)$  $Broadcom(AVGO)$  same thing. If someone guarantees they're buying 500 cookies from you with plans to buy 2,000 more, would you say demand is dead? No. For Oracle specifically, cloud growth was all that mattered, and both Azure and Google Cloud were exceptional. The TPU

$Western Digital(WDC)$ The Nasdaq is down and most AI stocks are in the red, except WDC. That looks like a pretty good sign for what's ahead for WDC.

Since $Alphabet(GOOGL)$  disappointed on earnings, $Western Digital(WDC)$  is now giving back all the gains from the prior session. That just seems dumb.

$Western Digital(WDC)$ Western Digital and Seagate control the enterprise HDD landscape, so Microsoft can't simply phase out Western Digital without triggering a catastrophic supply shortage for Azure's physical data center buildouts. Where is the cautionary tale here? Or is it rather an extraordinary tale of prosperity and success?

$Western Digital(WDC)$  Western Digital isn't part of the Hynix/Samsung memory and storage cautionary tale, come on. Google doesn't just buy components off the shelf here; it basically dictates Western Digital's enterprise roadmap. If Western Digital runs into supply chain disruptions, factory contamination, or delays in its high-density drive rollouts, Google's capex efficiency takes a hit. To thrive in a world run by data-heavy AI agents, Google needs a steady, uninterrupted pipeline of Western Digital's mass-capacity hard drives.

$Western Digital(WDC)$  Why the official consensus target has jumped to $1100+. On supply chain security and multi-year commitments: Western Digital and Seagate basically run a global duopoly, so Google can't just shop around or lean on them over pricing. To avoid running out of storage space during the AI infrastructure buildout, Google has to enter strict multi-year take-or-pay agreements with Western Digital extending into 2028 and 2029. Google also needs Western Digital's technology roadmap, including upcoming volume shipments of HAMR drives by mid-2027, to keep shrinking the physical footprint and power consumption of its data centers while increasing storage density.

$Western Digital(WDC)$  It is a common misconception that flash storage will entirely replace spinning hard drives in data centers. High-capacity enterprise HDDs like Western Digital's 40TB+ ePMR and UltraSMR drives remain significantly cheaper per terabyte than enterprise SSDs, which keeps their total cost of ownership much lower. At exabyte scale, a hyperscaler like Google operates massive global data center networks for YouTube, Google Photos, Gmail, and Google Cloud. Transitioning entirely to SSDs across that footprint would destroy their profit margins, so they run a tiered architecture instead: SSDs for immediate compute and cache, with Western Digital's mass-capacity HDDs holding the vast ocean of baseline

$Western Digital(WDC)$ Funny how the illicit analysts keep playing games with Seagate. It's a solid company, and it's odd seeing it move up right after the losers cut their targets.

$Seagate Technology PLC(STX)$ Wall Street sees major upside after Seagate's earnings. Baird has a $1,350 target, Morgan Stanley $1,148, Citi $1,050, Cantor $1,000, and Wells Fargo $820. The average price target is $1,074, which is roughly 61% upside from $668. The company beat on EPS and revenue, AI storage demand is accelerating, and Baird sees 25%+ exabyte growth in FY27. AI needs storage, and Seagate is delivering.